1. Event Review: Macroeconomic Uncertainty Intensifies Leverage Chain Reaction
The crypto market crash on October 13, 2025, struck like a sudden storm, triggered by the aftermath of Trump’s tariff statement and further amplified by escalating trade wars, government shutdown risks, and weak macro data. These factors, like dominoes, set off a massive liquidation of leveraged longs, totaling $19.38 billions, setting a new single-day record.
On platform X, KOL opinions are sharply divided:
● The bullish camp (about 60%) sees this as a “healthy washout” and an excellent buying window, emphasizing that after leverage is cleared, smart money quietly enters the market. BTC is expected to sprint to $150,000 by year-end, with ETH and high-beta coins following suit;
● The bearish camp (about 30%) sounds the alarm, pointing out top signals, technical breakdowns, and CVD declines indicating a deeper correction. They even suggest BTC could fall below $100,000, and the altseason fantasy should be shattered;
● The neutral camp focuses on risk management and data,
BNB-related discussions account for 20%, with general recognition of its relative resilience—despite lingering on-chain doubts, burn events, upgrades, and regulatory clarity are seen as rebound fuel. The price has rebounded 15.5% from the low, with a target of $1,800.
Overall, bullish voices slightly dominate, but the market remains shrouded in macro uncertainty and leverage gloom. BNB has unexpectedly become the focus, highlighting its “safe haven” role within the CEX ecosystem.
2. KOL Opinion Integration: Bulls Dominate, Bears Warn of Cycle Risk, BNB in the Spotlight
Among today’s top-liked posts on platform X, about 60% are bullish, viewing the crash as a “healthy washout” and buying opportunity; about 30% are bearish, emphasizing top signals and technical breakdowns; the rest are neutral, focusing on data and risk management. BNB-related discussions account for 20%, with most considering it relatively robust and not the main cause of the crash. Below are core KOL opinions organized by camp.
● @Gold_Cryptoz (Senior Crypto Investor, Focused on Ecosystem Projects):
Binance will weather this storm safely, and BNB may even knock on ATH. Although people question CZ, they will eventually forget, and Binance has already compensated depeg victims. This event benefits DEXs, such as $ASTER supported by Binance (yesterday’s airdrop exceeded expectations), which is expected to easily break ATH within the year. Overall market: after leverage is cleared, smart money quietly accumulates, and BTC will reach $150,000 by year-end.
● @NamNguyenV3228 (Web3 Strategist, AI x Kaito Enthusiast):
$BNB Market Outlook (October 13): Price surged to $1,299 (+15.5%), with burn events and chain upgrades fueling the rebound. RSI at 68.4 is bullish, MACD is strong. Fibonacci 0.618 level broken, funding rate +0.02%, bulls dominate. Outlook: 24H extremely bullish, resistance at $1,350-1,400, support at $1,250-1,300; legendary push towards $1,800. The crash is not a BNB issue, but leverage amplifying macro shocks.
● @shanaka86 (Tech and Crypto Cross-Disciplinary Analyst):
BTC rebounded above $115,000, not due to retail frenzy but mechanical reflex: after $800 billions evaporated on the 10th, the system spring-loaded for a violent reversal. Longs wiped out = forced demand reversal, OI collapse = gamma rebound triggered, whales reload in a liquidity vacuum, ETF absorbs 1,700-1,800 BTC daily. ETH +11% confirms the script, funds return to high-beta coins. BNB monthly/weekly closes at new highs, regulatory clarity may bring trading opportunities. The real test: BTC holds $110K, with neutral funding rates, if it holds, it’s not a dead cat bounce, the next leg starts.
● @ANKITSH85153215 (Cycle Investor, Raoul Pal Interpreter):
Crypto market saw massive liquidations of $19.38 billions, Raoul Pal encourages seizing the opportunity to increase positions: digital assets like BTC, ETH, XRP will dominate the digital world, short-term volatility is irrelevant, no worries in 5 years. BNB infrastructure is under repair, the crash was due to leverage, not systemic issues. Suggestion: buy the dip, accumulate more, volatility is opportunity.
● @Bobiliciousing (Asset Hunter, HODL Advocate):
Short-term targets destroyed, but the dip has passed, rate hikes + BTC run will push higher. Altcoins’ month-long decline is pre-breakout shakeout, bull market not over. BNB wick is typical liquidity grab, smart money accumulates during liquidations, now entering consolidation.
● @VU_virtuals (DeFAI Expert):
Macro factors hit BTC, bear market spills over to SHIB/XRP, but big players alert: $250 millions USDC transferred to unknown wallet, hinting at behind-the-scenes moves. BNB sets new monthly/weekly close highs, regulatory clarity suggests broader trading opportunities. After leverage is cleared, the market is deflated, and Fed rate cut expectations may catalyze a November rebound.
● @romain3G21 (Ex-Poker Player, Now Crypto Trader):
Trump’s tariff shockwaves hit digital assets, BTC dropped over 10% in 24H, altcoins 15-40%, nearly $10 billions in leveraged liquidations. Classic high-beta market reflex: macro disappointment + excessive leverage = chaos. But underneath, long addresses quietly accumulate at lows. If macro stabilizes and policy is clear, technical rebound is expected. BNB support at $115K, if reclaimed, short covering starts; if not, deep drop opens up. Don’t mistake it for safety, it’s still the wildest corner of the financial system.
● @kassinvest (Trader, Family Fund Manager):
Green candles return because the crowd has left. I publicly shorted from $124K (with proof), reason: retail greed + massive CEX sell orders. The bloodbath was inevitable, not a Trump black swan, but the sin of KOLs and fast money greed. More selling needed, BTC may break $100K, killing the altseason fantasy. The real bull market starts when no one expects it. BNB? Selling pressure dominates.
● @olaxbt (Quantitative AI Trader):
#BNB: Bear market distribution preview—CVD declining, price breaks below VWAP, sellers quietly unloading. Trades confirm sell dominance, low liquidity zone traps. Pivot droops—cold wave surges—watch my sentiment. The crash exposes leverage weakness, BNB is stable but technically in a bear market, CVD decline may bring more selling pressure.
● @Gh0stOnChain (Full-time Trench Trader):
Never been so disappointed in the industry. Majors dropped over 80%, clearing longs. Leverage lesson, but those whose livelihoods are destroyed need regulation. WAGMI, but BNB chain attack doubts linger, demand plummets, 2026 BTC winter.
3. Market Insights and Investment Opportunities
● The hidden danger of leverage: The liquidation wave exposes the fragility of excessive leverage, a single macro blow can cause collapse.
Traders must enforce strict risk control, stop-loss is king, avoid FOMO; institutions should closely monitor OI and gamma signals to catch rebounds early.
Opportunities to watch: After leverage washout, low-fee perpetual contracts or spot ETF inflows are suitable for short-term hunters to buy BTC/ETH dips.
● Macroeconomic undercurrents: Trade wars and policy uncertainty amplify crypto volatility, high-beta assets are the first to suffer.
Don’t isolate on-chain narratives, integrate Fed rate cut expectations and geopolitical data into models; diversified allocation becomes a moat.
Opportunities to watch: November rate cut window, if policy is clear, a weak dollar may push up risk assets, prioritize ETH ETF and emerging L2 chains.
● BNB’s hardcore resilience: Ecosystem repair, victim compensation, and DEX potential (such as $ASTER airdrop) help it weather the storm.
Projects with robust infrastructure are more resistant to cycles, HODLing such “blue chips” beats chasing memes.
Opportunities to watch: After BNB chain upgrade, meme coins and privacy projects (such as ZEC) may usher in the prelude to altseason.
